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Vartu

Vartu
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  • Seadrill: Still Unimpressed [View article]
    Correction, they were all down today, but SDRL was down a bit more than ORIG. SDRL up in after hours.
    May 28, 2015. 06:11 PM | 1 Like Like |Link to Comment
  • Seadrill: Still Unimpressed [View article]
    WTI and Brent were down today, so were RIG, ORIG, ESV, PACD and of course SDRL. ORIG was down more than SDRL, so let's just say oil and offshore drillers were all off today. Better days ahead.
    May 28, 2015. 05:46 PM | 1 Like Like |Link to Comment
  • This Might Be A Good Time To Consider Linn Energy [View article]
    Fortunately, "Natural gas hedged 100% through 2017" and Oil hedged ~70% in 2015 and ~65% in 2016."
    May 22, 2015. 09:23 AM | Likes Like |Link to Comment
  • Seadrill Ltd: Complete Fleet Status Analysis As Of May 6th And Commentary [View article]
    Profit taking and oil (WTI & Brent) dropped slightly today.
    May 14, 2015. 02:44 PM | Likes Like |Link to Comment
  • Seadrill: My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    Sure it's history, but why would anyone sell that many shares at such a discount? Either it was a dumb error or ????
    May 6, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • Seadrill: My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    I wonder why after the close yesterday, there was a sale of 57k at $13.32 -- well below the close.
    May 6, 2015. 10:02 AM | Likes Like |Link to Comment
  • Is Seadrill A Value Trap? [View article]
    Bought just a little in the $9 range. Probably won't have that opportunity again, but there's likely still lots of upside.
    Apr 30, 2015. 03:23 PM | Likes Like |Link to Comment
  • Taser -4.5%; Lakewood sees almost 50% downside [View news story]
    I wish there were some downside to the share price. I've been in and and out a couple times, and got out too soon the last time.
    Apr 28, 2015. 08:10 AM | Likes Like |Link to Comment
  • Taser rallies following Ontario weapon orders [View news story]
    I was always taught not to challenge a police officer, to cooperate, say "yes sir" and "no sir." I have yet to be murdered.
    Apr 21, 2015. 09:24 AM | 2 Likes Like |Link to Comment
  • Seadrill Unlikely To Default On Debt [View article]
    SDRL saw a problem developing before most of their competitors and took action to protect itself. That shows they're pretty smart, I'd say. They'll be a survivor.
    Mar 21, 2015. 06:53 PM | 3 Likes Like |Link to Comment
  • Seadrill's Interesting Use Of Swaps Boosts Income And Lending Capacity [View article]
    You make the same tiresome comments whenever there's an SDRL article. Okay, you "bailed," why not haunt another stock for a while?
    Mar 17, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Why It Doesn't Make Sense For Seadrill To Buy Back Its Own Shares, For Now [View article]
    Since nearly 100% of experts have been wrong on oil, drillers, etc. in the last year, you will find a hard time finding anyone to follow.
    Mar 14, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Drillers fortify balance sheets while waiting for oil price recovery [View news story]
    When I read articles like "U.S. Producers Ready New Oil Wave" in today's WSJ, it does make me think oil is definitely going lower. The opening sentence includes "...American oil companies say they are poised to unleash a further flood that would keep prices from returning to lofty levels for a long time."

    RIG may wish they had asked to completely suspend rather than just reduce their dividend. As you say, the ones with deep pockets ought to survive and also the ones that are fast on their feet.
    Mar 14, 2015. 10:22 AM | Likes Like |Link to Comment
  • Madison Shooting Could Lead Investors Back To Taser After Q4 Shortfall [View article]
    So far, I haven't heard one way or the other whether the Madison officer was wearing a body cam. The future of this company is so bright, both here and abroad, that the current decline in share price is surprising to me.
    Mar 10, 2015. 07:44 AM | Likes Like |Link to Comment
  • Seadrill says it's bracing for two more years of rig market pain [View news story]
    SDRL's website still lists Rune Magnus Lundetræ as the CFO.
    Mar 7, 2015. 11:17 AM | Likes Like |Link to Comment
COMMENTS STATS
231 Comments
315 Likes